Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025

Leo Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Trillion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $74.5B, Affirm Holdings, Inc. with a value of $69B, Johnson & Johnson with a value of $58.5B, Goldman Sachs ETF Tr Activebet with a value of $53.4B, and Vanguard World Fd Esg Intl Stk with a value of $53.5B.

Examining the 13F form we can see an increase of $590B in the current position value, from $696B to 1.29T.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Trillion
ETFs: $757 Billion
Technology: $163 Billion
Healthcare: $89.5 Billion
Consumer Cyclical: $52.5 Billion
Financial Services: $51.9 Billion
Communication Services: $29.7 Billion
Consumer Defensive: $25.1 Billion
Industrials: $24.3 Billion
Other: $45.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$2.38 Billion 0.18% of portfolio
24,325
Q2 2025 Added 322.6%
$368B
$2.34 Billion 0.18% of portfolio
14,690
Q2 2025 Added 87.61%
$0
$2.35 Billion 0.18% of portfolio
104,929
Q2 2025 Reduced 1.62%
$0
$2.12 Billion 0.17% of portfolio
322,826
Q2 2025 Added 32.68%
$0
$2.13 Billion 0.17% of portfolio
212,336
Q2 2025 Added 32.91%
$306B
$2.22 Billion 0.17% of portfolio
31,360
Q2 2025 Added 70.75%
$0
$2.23 Billion 0.17% of portfolio
234,554
Q2 2025 Added 33.45%
$0
$2.18 Billion 0.17% of portfolio
97,110
Q2 2025 Reduced 0.65%
$0
$2.22 Billion 0.17% of portfolio
223,902
Q2 2025 Added 32.92%
$254B
$2.01 Billion 0.16% of portfolio
2,852
Q2 2025 Added 24.11%
$1.08T
$2.11 Billion 0.16% of portfolio
6,628
Q2 2025 Added 64.83%
$118B
$2.03 Billion 0.16% of portfolio
777
Q2 2025 Added 279.02%
$0
$2.1 Billion 0.16% of portfolio
60,997
Q2 2025 Added 631.82%
$99B
$2.09 Billion 0.16% of portfolio
45,232
Q2 2025 Added 551.19%
$0
$2.06 Billion 0.16% of portfolio
33,162
Q2 2025 Added 9.12%
$9.76B
$2.02 Billion 0.16% of portfolio
30,845
Q2 2025 Added 6.7%
$0
$2.08 Billion 0.16% of portfolio
16,189
Q2 2025 Added 12.55%
$0
$2.04 Billion 0.16% of portfolio
41,198
Q2 2025 Added 68.76%
$182B
$1.99 Billion 0.15% of portfolio
21,305
Q2 2025 New
$257B
$1.98 Billion 0.15% of portfolio
16,380
Q2 2025 Added 15.6%
$0
$1.96 Billion 0.15% of portfolio
38,648
Q2 2025 New
$182B
$1.99 Billion 0.15% of portfolio
3,779
Q2 2025 Added 277.9%
$232B
$1.98 Billion 0.15% of portfolio
7,260
Q2 2025 Added 781.07%
$0
$1.93 Billion 0.15% of portfolio
14,515
Q2 2025 Added 93.46%
$324B
$1.79 Billion 0.14% of portfolio
15,796
Q2 2025 Reduced 4.56%
$0
$1.78 Billion 0.14% of portfolio
41,099
Q2 2025 New
$0
$1.76 Billion 0.14% of portfolio
6,155
Q2 2025 New
$227B
$1.77 Billion 0.14% of portfolio
5,551
Q2 2025 Added 21.76%
$295B
$1.61 Billion 0.13% of portfolio
2,009
Q2 2025 New
$0
$1.73 Billion 0.13% of portfolio
7,032
Q2 2025 New
$0
$1.51 Billion 0.12% of portfolio
56,526
Q4 2024 Reduced 20.02%
$0
$1.56 Billion 0.12% of portfolio
71,008
Q2 2025 Added 44.23%
$684B
$1.56 Billion 0.12% of portfolio
7,145
Q2 2025 Added 1.87%
$0
$1.61 Billion 0.12% of portfolio
17,453
Q2 2025 Reduced 0.34%
$113B
$1.6 Billion 0.12% of portfolio
3,463
Q2 2025 Added 82.84%
$0
$1.54 Billion 0.12% of portfolio
20,895
Q2 2025 Added 60.24%
$150B
$1.52 Billion 0.12% of portfolio
5,097
Q2 2025 Added 37.16%
$173B
$1.47 Billion 0.11% of portfolio
23,927
Q2 2025 Added 14.31%
$24.9B
$1.41 Billion 0.11% of portfolio
35,103
Q2 2025 New
$70.9B
$1.45 Billion 0.11% of portfolio
15,945
Q2 2025 Added 71.21%
$44.3B
$1.37 Billion 0.11% of portfolio
31,496
Q2 2025 New
$0
$1.39 Billion 0.11% of portfolio
29,345
Q2 2025 New
$27.1B
$1.43 Billion 0.11% of portfolio
10,824
Q2 2025 Added 15.57%
$17.9B
$1.39 Billion 0.11% of portfolio
14,372
Q2 2025 Reduced 16.54%
$0
$1.42 Billion 0.11% of portfolio
72,014
Q2 2025 Added 610.06%
$31.8B
$1.47 Billion 0.11% of portfolio
138,124
Q2 2025 Reduced 9.1%
$16.7B
$1.4 Billion 0.11% of portfolio
20,303
Q2 2025 New
$0
$1.43 Billion 0.11% of portfolio
27,011
Q2 2025 Added 11.3%
$121B
$1.32 Billion 0.1% of portfolio
27,342
Q2 2025 Reduced 3.79%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $1.29 Trillion
  • Prior Value $696 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 132 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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